Survicate and Drip integration you can update subscriber profiles in Drip with survey responses. We’ll send survey replies to Drip as tags or contact fields - to any field of your choice. You’ll be able to create automated campaigns based on survey responses as well as segment your email audience more effectively. The setup is quick and easy.

The benefits

  • Create automated campaigns based on survey responses
  • Build and send more targeted, segmented emails
  • Create news leads/contacts and push them straight to Drip campaigns
  • Track and maintain customer data for full context

How does it work?

  • The integration works on a per-question basis. Upon creating each question, you get to decide whether responses should be sent to Drip as tags/contact fields or not.
  • You can flow survey responses into Drip as tags or contact fields. Choose from existing contact fields or create a new Drip contact field directly in Survicate.
  • Responses are sent to Drip in real-time. Even if a user doesn’t complete the entire survey, we’ll still send the responses they do give.
  • You can create new leads in Drip if someone fills out the Contact Form survey.
  • You can push new contacts created via surveys straight to Drip campaigns and further engage with those contacts.

Not ready with your survey yet? Create a survey in Survicate to send out through Drip.

Enable Drip integration

1. To enable Drip integration, go to the Connect tab of your survey, find, and pick Drip from the list of integrations.

2. Click the Connect button to set up the authorization.

3. A pop-up window will appear for you to login to your Drip account. If you don't see the pop-up window, you may need to allow pop-ups in your browser - please look for the settings in your browser URL bar, or use instructions for Chrome, Firefox, Opera, Edge, or Safari.

4. Now the integration is ready to use! See the features we offer for Drip integration under the settings:

Jump to section:

  1. Updating lead fields with survey answers
  2. Sending answers as tags
  3. Creating new contacts with contact forms
  4. Testing integration

Updating lead fields with survey answers

Once the integration is enabled, you’ll be able to flow all survey responses into Drip as tags or contact fields. By doing so, you’ll enrich subscriber profiles in Drip with invaluable survey insights.

1. Move on the Settings tab of Drip integration, and select update lead fields

2. Select the question you wish the update the fields from. To avoid flooding your Drip user profiles with data, we enable you to decide on a question level whether or not to send responses to Drip.

3. Select the prospect field you want to integrate with from the list or add a new one by writing the name of new the new field:

📌Note: By default, Survicate is sending the content of an answer as the prospect field value, but you can change the label to make it shorter or to fit your data structure - click edit mapping to modify these values:

4. You can connect more questions to your integration by clicking ➕Connect another question and apply the same steps.

Once you have your integration set up, you can test it without leaving Survicate by clicking Test Integration button.

Sending answers as tags

1. Move on the Settings tab of Drip integration, and select Send tags

2. Select the question you wish the pass the tags to Drip.

📌Please note that in case of text answer questions it's not possible to send tags, consider using lead fields instead.

3. Assign tags to each answer using the tags field - you can use tags you already created or create new ones. You can assign multiple tags to your answers.

4. You can connect more questions to your integration by clicking ➕Connect another question and apply the same steps.

Once you have your integration set up, you can test it without leaving Survicate by clicking Test Integration button.

Creating new contacts with contact forms

1. To create a new contact in Drip from Survicate, add a contact form question to your survey with a required email field.

2. Under the Settings tab of Drip Integration, and select Create new contacts and select the question you wish to create the new contact from.

3. Enable Create new contacts in Drip toggle. You can also enable Add contacts to Drip list toggle, and pick or add a list.

Testing the integration

Once you have your survey ready and integration set up, you can test it without leaving Survicate - simply click Test Integration button next to any attribute or tag you've created, and we will create a test user and send question answers in the format you selected.

You can view it by clicking Go to Drip:

You should see any responses sent to Drip on the user profile:

📌If an email address already exists in Drip, we'll simply update the profile instead of creating a new contact.

📞 If you have any questions about the setup, best practices, and use cases reach us at support@survicate.com, or strike up a chat conversation 👉

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